Weekly brief · Week of Aug 17, 2026
DDR Weekly Brief - week-2026-34
Updated Aug 17, 2026 03:02 UTC
For the week starting 2026-08-17, market signals remained in an expansion regime with medium confidence. Spot momentum was identified as up_decel, indicating continued upward movement with slower acceleration, while module pass-through was confirmed. No contract reset was observed, and the stated contract reset threshold remained 10.0. Pricing data showed DDR5 at 52.733, DDR4 at 50.01, and GDDR6 at 11.683.
Key numbers
| Series | Weekly avg | Week | 4 weeks | 12 weeks | vs high | 12-week trend |
|---|---|---|---|---|---|---|
| DDR5 | $53.28 | +1.8% | +6.0% | +27.7% | 0.0% | |
| DDR4 | $50.62 | +2.6% | +8.7% | +37.3% | 0.0% | |
| GDDR6 | $11.70 | +0.2% | +0.8% | +0.6% | -8.4% | |
| DDR5 Module | $224.83 | +1.3% | +7.6% | +5.0% | -10.1% |
Scorecard
| Regime | expansion |
| Confidence | medium |
| Contract Reset | not seen |
| Spot Momentum | up decel |
| Module Pass-through | confirmed |
How spot, module and contract compare
Among the reported categories, DDR5 carried the highest quoted price at 52.733, followed closely by DDR4 at 50.01, while GDDR6 remained substantially lower at 11.683. Week-over-week changes, four-week trend data, and index values were not provided for any series, limiting direct momentum and trend comparisons across products.
| Contract item | Price | Change | Print date |
|---|---|---|---|
| DDR5 8GB SO-DIMM | $130 | +13.0% | Jul 31 |
| DDR4 16GB SO-DIMM | $265 | +16.7% | Jul 31 |
| DDR4 8GB SO-DIMM | $139 | +16.8% | Jul 31 |
What changed
- Expansion regime remained in place with medium confidence.
- Spot momentum was classified as up_decel.
- Module pass-through status was confirmed.
- No contract reset was seen despite a reset threshold of 10.0.
- DDR5 pricing was reported at 52.733.
Regime call
expansion (medium confidence)
What to watch next
- Monitor whether the expansion regime maintains medium confidence.
- Track whether up_decel spot momentum stabilizes or changes direction.
- Watch for any emergence of a contract reset relative to the 10.0 threshold.
- Assess whether confirmed module pass-through continues in subsequent data releases.
- Look for the release of missing week-over-week and four-week trend metrics.